+25.0%
IQV vs BR
-14.2%
+39.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.0% | -2.6% | -0.9% |
| 7D | -5.5% | +7.0% | -12.4% | -8.4% |
| 30D | -0.9% | +19.0% | -19.9% | -9.0% |
| 3M | +15.6% | +13.1% | +2.5% | +8.5% |
| 6M | +63.9% | +24.6% | +39.3% | +44.4% |
| YTD | +17.0% | -13.6% | +30.6% | +21.7% |
| 1Y | +25.0% | -13.1% | +38.2% | +30.4% |
| All | +25.0% | -14.2% | +39.3% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling